Who they serve
Fee-only advisors for executives
Executives bring a particular mix of compensation complexity: base, bonus, long-term equity, deferred comp, 10b5-1 plans, and severance arrangements. Planning in this audience means coordinating all of those components against a tax-aware, long-horizon household strategy.
By the numbers
The Wellspent public graph lists 2,050 fee-only financial advisors who work with executives at 699 firms, most in Houston, San Francisco and Atlanta. 43% hold the CFP certification. Of the 2047 with fees on file, 94% charge percentage of assets.
- Advisors listed
- 2,050
- Firms
- 699
- Cities
- 507
- Hold the CFP
- 43%
- Other credentials: CFA 11% · CPA 2% · EA 1%
- How they charge (of 2047 with fees on file): percentage of assets 94% · fixed fees 54% · hourly 44% · ongoing planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors who work with executives
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Mitchell Byrum | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Neil Unger | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Nicholas Weisert | 46° North Financial | Denver | CFP | Percentage of assets, One-time planning fee |
| Pamela Bergeson | Tailwind Financial Planning | Madeira Beach | CFP | Ongoing planning fee, One-time planning fee |
| Patrick Swift | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Paul Carroll | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Paul Esposito | Prestige Wealth Management Group | Flemington | CFP, CFA | Percentage of assets, Hourly |
| Peter D'Agati | Stembrook Asset Management | Jersey City | CFA | Percentage of assets |
| Peter Faust | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Peter Levine | Velara Wealth Management | New York | CFP, ChFC | Percentage of assets, Hourly |
| Philip Matalucci | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Quinn McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Randolph Hardy | Factor Wealth Management | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Robert Bilkie | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Robert Enright | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Robert Klefsaas | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Robert Leahy | MFC Portfolios | Darien | CFP, ChFC | Hourly |
| Robert Mestjian | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Roger Lowe | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Samuel Haager | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Scott Sandee | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Sean Babin | Babin Wealth Management | Scottsdale | CFP | Ongoing planning fee, One-time planning fee |
| Sharon Nassirzadeh | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Spencer Funk | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| Stephan Shipe | Scholar Financial Advising | Winston-Salem | CFP, CFA | Flat fee or retainer |
| Stephanie Harris | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Steven Nelson | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| Tammy Billadeau | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Tanner Banister | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Taylor Heininger | Cloud Capital Management | El Segundo | CFA | Percentage of assets |
| Thomas Cooney | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Curti | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Schiller | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Timothy Dutton | Dutton Financial Planning | Aledo | CFP | Percentage of assets, Fixed fees |
| Tina Yang | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Trevor York | River's Edge Wealth Management | Beaver | CFP, ChFC | Percentage of assets |
| Trey Ellington | Steelhead Wealth Management | Glen Allen | CFP | Percentage of assets, Fixed fees |
| Tyler Abney | Tidemark Financial Partners | San Diego | CFP | Flat fee or retainer, Percentage of assets |
| Tyler Thompson | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Vincent Barrett | Acorn Financial Services | Bethesda | CFP | Percentage of assets, Hourly |
| Wesley Kotys | Kotys Wealth Professionals | Valparaiso | CFP | Percentage of assets, Hourly |
| Wing-Yin Kong | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Zakriah Gardezy | Wealthstone Private Wealth Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Aaron Karas | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |